Skip to main content

Distribution

Inventory, Orders Management, Warehouse Operations

  • 2,412 Topics
  • 8,986 Replies
2412 Topics
dsimmerly
Pro I
dsimmerlyPro I
asked in Distribution
Customer last order

what would be the best method to identify the last time a customer places an order ?

502
bwhite49
Captain II
S
Jr Varsity III
sspencerJr Varsity III
asked in Distribution
Widget for Printing Shipment Confirmation

How would I go about creating a widget on Shipping Clerks dashboard that identifies if a Shipment Confirmation has NOT been printed.  I would also like to prevent shipment from being confirmed until the shipment confirmation has printed.  What would be the best way to accomplish this.

343
bwhite49
Captain II
max21
Freshman II
max21Freshman II
asked in Distribution
How does the Freight Cost for Drop-Ship Shipments get calculated?

I’ve been digging into some freight margin details lately, and I noticed that some Drop-Shipment Shipments (that are really PO Receipts) have a Freight Cost that is hitting our ARTran table. Does anyone know how that is calculated and why Acumatica automatically applies that (mystery) cost to the Invoice? In our scenario, our Drop-Ship POs are truly not drop-ships, we are purchasing services from a vendor, not physical products. There is no freight cost associated to these receipts, so how/why is that calculated? 

41519
A
Jr Varsity I
K
Freshman I
kkrausFreshman I
asked in Distribution
Error When Trying to Confirm a FedEx Shipment with multiple boxes.

We’re trying to send a FedEx order with multiple boxes in one shipment, however, we keep getting this error. Is this a way to fix this issue? 

150
K
Freshman I
H
Captain II
HarshitaCaptain II
asked in Distribution
Can we apply access rights/restrictions to Notes?

Hello all,Can we apply access rights or restrictions to the Notes?highlighted below.  

864
B
Jr Varsity III
Kandy Beatty
Captain II
Kandy BeattyCaptain II
asked in Distribution
Fishbowl for Inventory

Has anyone ever come up with anything that "resembles" Fishbowl for inventory purposes?In regards to the color coding, red, yellow, green... ok to ship orders. I know you can do KPI's  but on an actual GI.

967
Kandy Beatty
Captain II
A
Jr Varsity II
amitkaryekarJr Varsity II
asked in Distribution
Discount Double Dipping when Discounts an Customer Specific Pricing Applied

Hi all,We have a situation where so not want to discount based on customer specific pricing.We currently have a customer specific pricing based on Inventory as belowwhen we are raising sales order it is double dipping giving discounts on $49.72 which we don't want.If we remove the customer special pricing then then it picks $918 and gives 93.50 which is correct in other cases but just not when it comes to specific pricing for customer.Is there a way to avoid double dipping, not applying discounts when it is customer special pricing?  

393
A
Jr Varsity II
A
Freshman I
abraun14205Freshman I
asked in Distribution
Remove Price Breaks on on the Sales Price Worksheet

In our system, we utilize sales price breaks (1, 10, 14, 28, 42), we are getting rid of an old price break (56). How can we get rid of that price break when updating pricing using the sales price worksheet or another method? Prefer not manually as we have 3,000 SKUs to update for pricing.Thank you.

454
meganfriesen37
Captain II
L
Freshman II
leahcarpenitoFreshman II
asked in Distribution
Purchase Receipt incorrect - is there a way to pair with the return and not enter a bill?

We have some purchase receipts that have been entered and released incorrectly. I see that the best way to handle is a return, but by doing so, they sit Open unless we move forward and create a erroneous Bill and Debit adjustment. Is there a way to pair just the receipt and the return without effecting AP?  I also would like to suggest a way for an administrator to correct a receipt/bill - if it is in the same financial period and unpaid - even if that has to be administrator access. Being new to acumatica, it seems odd that some of these transactions cannot be edited easily.

1933
H
Acumatica Employee
J
Freshman I
jvinski71Freshman I
asked in Distribution
Correct a purchase receipt once released

Is there a way to correct a Purchase receipt when it has been released? What if there was a typo, how can we adjust the quantities received?

20023
H
Acumatica Employee
D
dianegrayson
asked in Distribution
Has anyone integrated AutoCrib for indutrial vending?

Is there an existing integration to AutoCrib and Acumatica? 

90
D
D
Freshman I
DMTFreshman I
asked in Distribution
Import Scenario to Change Sales Account Not Making Changes

We have a GI-based Import Scenario to change the sales account on the sales order lines that says it’s completing, but is not actually making the change. I have tried changing different things (looking for line number rather than inventory id & vice versa, or selecting/deselecting commit on different fields), and cannot get the change to actually happen. What am I missing here?  

8911
dcomerford
Captain II
S
skuhnert
asked in Distribution
Eliminating excess bin location in physical inventory count

We recently did a major re-organization with our inventory in our warehouse.  We physically and electronically transferred thousands of parts to new bin locations.  We changed the default bin location along with processing 1-step transfers to the new bin location.  Everything is good here.What we’ve noticed though, is when we create Physical Counts on our inventory, the system pulls the “old” bin location into the count even though there isn’t a quantity in that bin location, nor is it set up as default location.  This causes a lot of extra data entry because users have to enter a count of zero in these bin locations.  Is there a way to eliminate these unnecessary bin locations from being listed on the count?  It’s seems like Acumatica is listing these old bin locations because there was a quantity stored there previously.  Thanks 

371
D
Jr Varsity II
A
Freshman II
aaronsackett91Freshman II
asked in Distribution
Auto Generated Shipment - SO Prepayment not applying to invoice

We have encountered an issue we can’t seem to find the root cause of. SO has a Prepayment on it. Invoice is generated from ScreenId=SO3010PL (we attached to SO items to it there). Shipment is Auto Generated (Since we started from Invoice screen). Go back to the SO - it is closed but the prepayment doesn’t apply to the invoice 

894
A
Freshman II
J
Semi-Pro I
jwarrenSemi-Pro I
asked in Distribution
Can you create shipments early on Process Orders

Setting up Process Orders screen with the goal of creating shipments 2 days prior to the request/ship date if the item is available. How do I set up the automation schedule for this scenario:Today is June 15th.SO00001 has a Request Date of June 17th.On June 15th, the shipment should get created automatically with a Shipment Date of June 17th. However, there are also scenarios where the item that is shipping is not available until the shipment date of June 17th. In these cases, the automation should run as soon as the item is available and should retain the shipment date/request date of June 17th. Current set up below: In this set up, it only works in the first example above. Today is June 15th, item is available, and the request date is 2 days from now.However, in the case this item was completed in production on June 17th, I would want the shipment to be created for June 17th. But with this automation schedule, it would create the shipment for June 19th instead. How can I create an au

1695
B
Freshman II
Kandy Beatty
Captain II
Kandy BeattyCaptain II
asked in Distribution
Amazon ASN- Cross Refrence?

Has anyone had success using an Amazon ASN as a cross reference number on the Stock Item?

342
Kandy Beatty
Captain II
S
Jr Varsity III
sspencerJr Varsity III
asked in Distribution
Vendor Inventory as Side Panel on the Vendor

I want to be able to create a side Panel on the Vendor Form,  In the side panel i want to view the vendor Inventory.Display this as a side panel on the above. But when i go into the customization, and try to add the vendor Inventory in the destination this view is not available in the list.What do i need to do to have the Vendor Inventory as a Side Panel on the Vendor Form?    

512
dcomerford
Captain II
courtneyb
Freshman II
courtneybFreshman II
asked in Distribution
Non-Stock Kits with manually lotted components

Does anyone else run into the issue of not being able to use non-stock kits because any component that has user-enterable lots cannot be added to a Non-stock Kit specification?If so, what was your solution? This has been a huge pain point for us.

20412
courtneyb
Freshman II
chris49
Varsity II
chris49Varsity II
asked in Distribution
Negative Unit Price on Sales Order no longer allowed?

We are currently in the process of upgrading our Acumatica instance from 22.120.0019 to 23.109.0023.During the testing of our API integration, we have noticed that we are no longer able to push through a Sales Order that has a negative value in the Unit Price field, and we are presented with the following error: Incorrect value. The value to be entered must be greater than or equal to 0. I tried to capture a SO manually, to check if the same issue exists, and indeed it does:If I attempt to save the SO, it changes the value to 0.00 Question:Is this ability now completely removed, or is there a configuration setting relating to this that I can change to allow the negative value?PS. I searched through the release notes for 22R2 & 23R1, but I couldn’t find something specific to this.

124911
D
Freshman I
D
Jr Varsity III
DawoodJr Varsity III
asked in Distribution
USPS Ground Advantage is missing in the Carrier Ship Via setup

Hello,On February 28th, we upgraded Acumatica to 2024 R2, and now the USPS Ground Advantage service method is missing from the service method list.I contacted EasyPost, and they said it appears to be an Acumatica issue. They advised us to reach out to Acumatica for support.Does anyone know how to add or retrieve this service method? I tested the connection and it is working. 

915
Chris Hackett
Community Manager
L
lferryman
asked in Distribution
PO Line Item Report with Description

Does anyone know how to get a report of line-item purchase history including item description?

271
josborn02
Varsity III
Jeff96
Captain II
Jeff96Captain II
asked in Distribution
Pick Pack and Ship - The given key was not present in the dictionary.

I’m getting a “The given key was not present in the dictionary.” when trying pack one specific item. There is only one UOM on that item, so that’s not the issue. 

472
Jeff96
Captain II
R
rochee
asked in Distribution
Is there a way to upload serial numbers to a purchase order shipment?

Hello,when i create a shipment, which is not assigned to a specific purchase order, i can upload my serial numbers with the help of the import option.This option is missing when i create the shipment in a purchase order. Is there a possibiliy to activate this option?If there is no option avaiable, what would be another easy alternative to import my serial numbers?Thanks in advance.

190
R
J
Jr Varsity III
jdunmireJr Varsity III
asked in Distribution
Setting up Credit Terms with Milestones that do not have a set timeline

Does anyone know how to set up credit terms that have milestones but do not adhere to any timeline? For example, we are entering a new Sales Order with the following terms:25% Down Payment 50% Upon Preliminary Design Approval 25% Prior to ShippingI had tried setting up the terms with multiple installments but these milestones do not necessarily have a set timeframe between them. For instance, the time between the down payment upon receiving the customer purchase order and the preliminary design approval can range from 2 weeks to 8 weeks depending on how complex the job is or what the customer is asking for. Same with the timeline between design approval and prior to shipping out the equipment. Wondering if anyone who works in a manufacturing business has experienced something similar and found a workaround for something like this or if there are any possible solutions. We use the Sales Order module for our jobs and do not have the Project Management module implemented. Thank you! 

321
K
Freshman I
A
AChurba
asked in Distribution
Notification Template - Invoice.Note

Greetings,I working on some customized notification templates for Invoices in SO.30.30.00. I have 98% of the template completed, however the need for the Invoice.Note element is missing from the AR Invoice/Memo list of data fields.Can someone suggest how to obtain the Invoice.Note for utilization in the custom Notification templates?The use case so far is for referencing original invoice notes on credit memos. The note functionality is a powerful feature in Acumatica and having it available can greatly increase information to the end usernotification recipient.Thanks.

4023
A
Freshman I

Badge winners

Show all badges
Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved